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Perissos Private Wealth Management’s Paychex PAYX Stock Holding History

Perissos Private Wealth Management’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,895
Closed -$406K – 86
2024
Q4 		$406K Sell
2,895
-212
-7% -$30.1K 0.3% 59
2024
Q3 		$417K Buy
3,107
+16
+0.5% +$2.03K 0.33% 58
2024
Q2 		$366K Buy
3,091
+18
+0.6% +$2.2K 0.33% 58
2024
Q1 		$377K Buy
+3,073
New +$373K 0.34% 54

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perissos Private Wealth Management's PAYX Position: Q1 2025 in Review

Perissos Private Wealth Management sold out of Paychex (PAYX) in Q1 2025, closing a stake of 2,895 shares — an estimated $406K sold.

Perissos Private Wealth Management first reported a position in PAYX in Q1 2024 and held it in 4 quarters. The position peaked at $417K in Q3 2024. 1,702 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

  • Perissos Private Wealth Management reported no remaining Paychex position as of Q1 2025 after selling out during the quarter.
  • Perissos Private Wealth Management sold 2,895 Paychex shares in Q1 2025, an estimated $406K.
  • Perissos Private Wealth Management first reported a position in Paychex in Q1 2024 and held it in 4 quarters.
  • Perissos Private Wealth Management's Paychex position peaked at $417K in Q3 2024.
  • 1,702 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Perissos Private Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.